AI CapEx

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 17, 2026 by Alex Kolicich · across every show →

Everything said about AI CapEx, oldest first

Feb 17, 2026 bullish
Assertion Contradicted
Kolicich: AI Capital Expenditures Currently Represent Only 3% to 4% of GDP
“Now in AI we're investing, like, three percent or four percent. It's like, it's not even yet on the scale of the industrial revolution.”
Alex Kolicich Feb 17, 2026 ▶ 52:05 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
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